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DTSTART:20250520T150000Z
DTEND:20250521T000000Z
LOCATION:Hemmingson Auditorium, Gonzaga University
UID:2682120250520T150000Z2025 Annual Seminar
DTSTAMP:20260408T121328Z
DESCRIPTION:\nSchedule:\n \n7:45-8:15 am            Registration and Continental Breakfast\n \n8:15-8:20 am            Welcome & Sponsor Recognition- Diane Kiepe, JD, LLM- SEPC\n \n8:20-8:30 am            Opening remarks by Andrew Brajcich, JD, LLM, CPA\n \n                                  Serves as the Jud Regis Endowed Chair of Accounting, Graduate Accounting Director, and\n \n                                  Professor of Accounting at Gonzaga University\n \n8:30-10:30 am          Federal Tax Update- Keynote Address: \n \n                                    Recent Developments in Federal Income, Estate and Gift Taxes affecting Individuals and Small\n \n                                  Businesses, Professor Sam Donaldson JD, LLM - Georgia State University\n \n10:30-10:45 am        Coffee Break\n \n10:45-11:45 am         Updates and Projections on Medicare – Donna Peck, Health Guardian Angels, LLC\n \n12:00-1:00 pm           Buffet lunch and business meeting, Diane Kiepe, JD, LLM \n \n1:15-2:15 pm              Best Practices for Professional Team Collaboration: Panel \n \nCPA: David Green, CPA, PLLC\n \nTrust Officer: Andy Hastings, JD, LLM, AEP ® \n \nLife Underwriter: Paul Viren, CLU ®  ChFC ®  AEP ® \n \nPlanned Giving Officer: Theresa Boyer, MBA, CSPG\n \nFinancial Advisor: Sarah Carlson, CLU ®  ChFC ®  CFP ® \n \nFinancial Advisor: Loran F. Graham, CFP ® , CPA, CKA ® \n \n2:15-3:15 pm              Planning for and Managing Unique Assets in an Estate Plan- Greg Bowman, CPA\n \n3:15-3:30 pm              Coffee Break\n \n3:30-4:30 pm              WA vs. Idaho Tax & Estate Planning, Kevin Sell, CPA\n \n4:30-5:30 pm              Happy Hour with live music by Jonathan Nicholson, guitar\n \n\n\n\n
SUMMARY:2025 Annual Seminar - Spokane Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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